Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Opinion: How retirement planning needs to change in the new year

David Blanchett, Michael Finke, David Lau & Wade Pfau
December 28. 2020

With all the changes 2020 brought and a new year around the corner, it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment, but few advisers have similarly transformed their advice. How should advisers be reworking client retirement plans in 2021?

Article

Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...

Video

Jun 03, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 01, 2022
Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

May 18, 2022
David Lau discusses the role of annuities in a retirement portfolio and why the 4%...

Video

Jun 25, 2020
Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

Jun 25, 2020
David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Video

Apr 20, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau...

Video

May 18, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

Video

May 06, 2020
In this short video, David Blanchett addresses the importance of guaranteed income and his belief...